Filed September 27, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,298 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,134 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,274 | $52,293-74.6% | $178,490-92.6% | $73,409-81.9% |
| Participation rate | 90.1% | 65.3%+24.8pp | 81.9%+8.2pp | 72.2%+18.0pp |
| Annual return | 12.13% | 34.75%-22.6pp | 151.07%-138.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $985 | $1,735-43.2% | $5,011-80.3% | $2,234-55.9% |
| Participant deferral / active EE | $2,277 | $2,332-2.4% | $5,202-56.2% | $3,805-40.2% |
| Admin fee / account holder | $59 | $127-53.5% | $13,984-99.6% | $158-62.5% |